August 27, 2012

August 27, 2012

FPA Capital (FPPTX) recently received a Silver rating under Morningstar’s qualitative, forward-looking Analyst Rating for Funds. The Silver rating is the second highest rating a fund can receive from Morningstar.

February 13, 2012

TheStreet today features a brief interview recorded by fund reporter Gregg Greenberg. Eric Bokota, portfolio manager for the FPA International Value Fund (FPIVX), names his favorite foreign stocks including SAP, Diageo and Publicis"). See the story here.

January 25, 2012

Morningstar carries as its 'Fund Spy' column today an adapted version of the December Morningstar FundInvestor article covering FPA Crescent upon its being named to 'The FundInvestor Focused 10' ("What Makes FPA Crescent Tick? A mix of conviction and caution has paid off for this 5-star fund,"by Greg Carlson). See the story here here.

January 16, 2012

In the funds feature in the January/February 'Investor's Guide 2012' issue of Money magazine, FPA Perennial and FPA New Income are again named to 'The Money 70,' the editors' annual selection of funds "to help you assemble a high-quality, long-term portfolio using low-cost investments" ("Funds You Can Count On: Think of them as a classic timepiece: the recommended funds on our MONEY 70 list offer a consistent strategy you can rely on year after year," p. 118, by Susie Poppick).

January 08, 2012

In The New York Times's January 8 quarterly 'Mutual Funds Report,' FPA Paramount Fund was highlighted in an article focusing on three of the quarter's better performing funds ("For Three Funds, a Front-Row Seat on a Rally", page 15, by Tim Gray) See the story below; online here .

January 05, 2012

In a "slide show" item this week in the online edition of Investment News, FPA is ranked among top-performing actively-managed fund firms, according to Lipper, based on asset-weighted average return in 2011. See the first slide in the feature here.

December 28, 2011

FPA New Income recently received a Silver rating under Morningstar’s new qualitative, forward-looking Analyst Rating for Funds. The Silver rating is the second highest rating a fund can receive from Morningstar...

December 06, 2011

Rikard Ekstrand and FPA Capital are the subjects of the 'Fund Manager Q&A' in today's Investor's Business Daily 'Mutual Fund Monthly' special section ("FPA's Rikard Ekstrand Found Opportunities in Downturn,"p. A6, by Paul Katzeff). See the story here.

December 01, 2011

Bob Rodriguez is one of four investors featured in the annual investment roundtable in the December issue of Research magazine ("Research Roundtable: Our expert panel sees turbulence -- and opportunity -- in the year ahead,"p. 56, by Jane Rusoff).See the story here.

November 17, 2011

FPA Perennial and Paramount received a Silver rating under Morningstar’s new qualitative, forward-looking Analyst Rating for Funds. The Silver rating is the second highest rating a fund can receive from Morningstar.

November 15, 2011

On November 15, 2011, FPA Crescent received a Gold rating under Morningstar's new qualitative, forward-looking Analyst Rating for Funds. Less than 2% of the funds in Morningstar’s moderate allocation category are rated Gold...

October 28, 2011

Morningstar features a 'Take Five' Q&A with Steven Romick on FPA Crescent ("Uncovering 'Absolute Value': An absolute value approach has led FPA Crescent's Steve Romick to large-cap global growth names and away from high yield,"by Esther Pak). The interview can be viewed from Morningstar's website here.

October 26, 2011

In Morningstar's 'Five-Star Investor' column, director of personal finance Christine Benz highlighted FPA Crescent among "funds with very long track records of strong and consistent results" ("Here Come the Category Killers: These funds have beaten their peers in each of the past 10 years"). The interview can be viewed from Morningstar's website here.

July 06, 2011

June 15, 2011

Bob Rodriguez appeared today on CNBC's program 'The Strategy Session' in an interview with anchor David Faber and markets commentator Gary Kaminsky ("U.S. Day of Reckoning? Robert Rodriguez, First Pacific Advisors CEO says unless the U.S. gets its fiscal house in order, the nation is headed for a debt crisis that could rival Greece").

June 13, 2011

The June 13 issue of Fortune magazine carries a feature on Bob Rodriguez and FPA ("The Man Who Sees Disaster: Bob Rodriguez, the mutual fund manager with the best record in the past quarter-century, correctly predicted the last two stock market crashes. So why aren't people listening when he says another calamity is looming?,"p. 137, by Mina Kimes). See a pdf of the feature attached as it appears in the magazine.

June 01, 2011

In a feature highlighted this week in the online edition of U.S. News & World Report, FPA Perennial is one of seven mid-cap funds recommended by the editors based on 10-year performance and ratings from Morningstar, Lipper, Standard & Poor's, TheStreet, and Zacks ("50 Best Funds for the Everyday Investor: Below-average fees and superior long-term returns make these funds good bets," by Ben Baden)

April 10, 2011

Tom Atteberry commented Sunday in the lead story in the Sunday New York Times quarterly 'Mutual Funds Report' ("Hard Knocks and High Hopes," p. BU15, by Conrad de Aenlle). See the excerpts with Tom's comments below, followed by the full story online

April 20, 2017

Tom Atteberry commented Sunday in the lead story in the Sunday New York Times quarterly 'Mutual Funds Report' ("Hard Knocks and High Hopes," p. BU15, by Conrad de Aenlle). See the excerpts with Tom's comments below, followed by the full story online

June 03, 2011

The 'Portfolio Strategy' feature today in the Wall Street Journal's 'Investing in Funds' monthly special section highlights FPA Crescent among "go-anywhere funds that have delivered strong returns over time" ("Funds With Maximum Flexibility: Some managers have done well mixing and matching disparate holdings. But it's not a sure thing," p. C15, by Reshma Kapadia) here.

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